Charitable Giving

by Katie Brown | Dec 19, 2024 | General, Tax

Charitable Giving When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes. A few words about transfer taxes The federal...

Year-End Tax Planning

by Katie Brown | Nov 21, 2024 | General, Tax

Year-End Tax Planning As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax...

Income Tax Planning and 529 Plans

by Katie Brown | Oct 31, 2024 | General, Investment, Tax

Income Tax Planning and 529 Plans The income tax benefits offered by 529 plans make these plans attractive to parents (and others) who are saving for college or K-12 tuition. Qualified withdrawals from a 529 plan are tax free at the federal level, and some states also...

DETERMINING IF IT MAKES SENSE TO MOVE OR REMODEL

by Katie Brown | Jan 14, 2022 | General

DETERMINING IF IT MAKES SENSE TO MOVE OR REMODEL Ensure you understand the available financing options. THE HOUSING MARKET IS SURPRISINGLY STRONG RIGHT NOW. IF YOUR FAMILY NEEDS MORE SPACE, YOUR OPTIONS INCLUDE REMODELING YOUR CURRENT HOME, BUILDING A NEW ONE, OR...

A/D Juicebox A Year In Review; A Year Ahead (Dec 15th)

by Katie Brown | Dec 31, 2021 | General

A/D Juicebox A Year In Review; A Year Ahead  We are happy to present our A/D JuiceBox Webinar Series. JuiceBox will provide current events, financial planning strategies, taxes, investments, and general business updates. Disclosures: Asset allocation does not ensure a...